Several Atamis objects display a Discussions Tab which offers a convenient medium for communicating with internal colleagues and suppliers using social media principles (referred to as “Chatter” in Salesforce documentation).
Posts are not visible to Suppliers by default.
To view a Feed of all Posts where you’ve been tagged or for items you’re Following:
| 1 | Click on your User icon at the top right of the page |
| 2 | Click on your Username to display your User page. Your full Chatter Feed is normally displayed at the bottom of your User page. |
Posting Messages and Files to Internal Colleagues
Posts made on an object record, e.g. a Project, will be visible to any internal user that can view the record. Only users that you tag (using @username) and those that are Following the record will receive an email notification of your Post.
| 1 | Tag users by using @ |
| 2 | Leave this as the default to keep the communication internal |
| 3 | Optionally attach files |
Posting Messages and Files to Supplier Users Registered on the Portal
Posts are only visible to Suppliers if you select All with access in Step 2 above when you post AND the supplier has access to the page you’re posting from – for example their Supplier page or Portal Contact page. To ensure a supplier user is notified of your Post, tag them in the Post as shown above.
Requesting a File from a Supplier
You can use Discussions to receive files of up to 2GB from Suppliers in a secure manner (subject to your
organisation’s total file storage allowance). The recommended approach for requesting files is:
- From the Discussion tab on the Supplier page, Post an update to request the file and:
- Tag the Portal Contact user
- Ask them to reply to the Post using Comment
- The Portal Contact will receive an email alert with a link that prompts them to log in and attach a file by reply
Note that the Portal Account field on the Supplier page needs to be entered or the Portal
Contact won’t be able to see the Post.)
Following Records, Files and Other Users
As with social media platforms, you can Follow items to receive notifications of Posts and changes to data and files in the system. Simply click Follow or Unfollow where you see this button on the page:
You’ll see a full list of everything you’re following and who’s following you by going to your User page:
select your User icon at the top right of a page, then click on your Username.
To Follow a File and receive notifications, for example, when a new version is uploaded:
1 Preview the File and from this menu, choose View File Details, then click Follow.
Controlling Email Notification Alerts
To change the frequency with which you receive email notification alerts, see Customising Your Profile and Personal Settings.
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